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JPMorgan Chase

4,077 hedge funds and large institutions have $412B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,607 increasing their positions, 1,847 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,077
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.1%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.33%
New
249
Increased
1,607
Reduced
1,847
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
3526
Arcadia Investment Management
Michigan
$408K +$3.21K +16 +0.8%
VPP
3527
Vertex Planning Partners
Illinois
$408K -$109K -545 -21%
SSC
3528
Syverson Strege & Co
Iowa
$406K +$83.7K +418 +26%
BWCS
3529
Beirne Wealth Consulting Services
Connecticut
$406K -$428K -2,137 -51%
WHCI
3530
W.H. Cornerstone Investments
Massachusetts
$406K +$102K +509 +34%
AFS
3531
Axiom Financial Strategies
Indiana
$405K -$15.2K -76 -4%
LFA
3532
Level Financial Advisors
New York
$405K -$16.6K -83 -4%
EGWAG
3533
Elwood & Goetz Wealth Advisory Group
Georgia
$404K
JFG
3534
JMG Financial Group
Illinois
$404K -$60.1K -300 -13%
EWA
3535
Encompass Wealth Advisors
Oregon
$403K -$5.81K -29 -1%
TAM
3536
TCP Asset Management
Ohio
$402K +$13K +65 +3%
SFP
3537
Sterling Financial Planning
New Jersey
$402K +$140K +700 +54%
MAM
3538
Marotta Asset Management
Virginia
$402K -$91.1K -455 -18%
TWA
3539
Tandem Wealth Advisors
Arizona
$401K +$24K +120 +6%
FWI
3540
Facet Wealth Inc
Maryland
$400K -$24K -125 -6%
KWAG
3541
Kiely Wealth Advisory Group
North Carolina
$400K
KC
3542
Kinloch Capital
Virginia
$399K +$17K +85 +4%
AFAS
3543
Acorn Financial Advisory Services
Virginia
$399K -$99.5K -497 -20%
PWA
3544
Prairie Wealth Advisors
Nebraska
$398K +$398K +1,987 New
PAWA
3545
Palo Alto Wealth Advisors
California
$397K
CFGSD
3546
Compass Financial Group (South Dakota)
South Dakota
$397K +$1K +5 +0.3%
OA
3547
Oxbow Advisors
Texas
$396K +$136K +679 +52%
HFW
3548
Horizon Family Wealth
Illinois
$395K +$801 +4 +0.2%
RWM
3549
Ruedi Wealth Management
Illinois
$395K +$21K +105 +6%
LSA
3550
Lansing Street Advisors
Pennsylvania
$395K +$395K +1,970 New